Aptus Capital Advisors
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Aptus Capital Advisors’s TD Ameritrade Holding Corp AMTD Stock Holding History

Aptus Capital Advisors’s Portfolio AMTD Stock Details AMTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-47,200
Closed -$2.2M – 587
2019
Q3 		$2.2M Buy
+47,200
New +$2.26M 0.12% 114

Other funds holding AMTD

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Aptus Capital Advisors's AMTD Position: Q4 2019 in Review

Aptus Capital Advisors sold out of TD Ameritrade Holding Corp (AMTD) in Q4 2019, closing a stake of 47,200 shares — an estimated $2.2M sold.

Aptus Capital Advisors first reported a position in AMTD in Q3 2019 and held it in 1 quarter. The position peaked at $2.2M in Q3 2019. 407 funds tracked by Wall St. Rank hold AMTD as of Q4 2019.

  • Aptus Capital Advisors reported no remaining TD Ameritrade Holding Corp position as of Q4 2019 after selling out during the quarter.
  • Aptus Capital Advisors sold 47,200 TD Ameritrade Holding Corp shares in Q4 2019, an estimated $2.2M.
  • Aptus Capital Advisors first reported a position in TD Ameritrade Holding Corp in Q3 2019 and held it in 1 quarter.
  • Aptus Capital Advisors's TD Ameritrade Holding Corp position peaked at $2.2M in Q3 2019.
  • 407 funds tracked by Wall St. Rank held TD Ameritrade Holding Corp as of Q4 2019.

Based on Aptus Capital Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.